Jefferies Financial Group Inc. (JEF) — Institutional Holders, Q2 2026

591 institutional investment managers reported a JEF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← JEF stock profile

JEF in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

195

Trimmed

201

Sold out

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +3,144,305 sh+$157.2M
FIRST ADVISORSAdded · +751,315 sh+$37.6M
UBS Group AGAdded · +654,507 sh+$32.7M
BAMCOAdded · +611,516 sh+$30.6M
Longaeva Partners L.P.New · +519,676 sh+$26.0M

Biggest sellers

SUMITOMO MITSUI FINANCIAL GROUPTrimmed · -2,817,744 sh-$140.8M
BARROW HANLEY MEWHINNEY & STRAUSSTrimmed · -2,405,168 sh-$120.2M
Qube Research & Technologies LtdSold out · -1,006,361 sh-$50.3M
BlackRockTrimmed · -850,088 sh-$42.5M
JACOBS LEVY EQUITY MANAGEMENTTrimmed · -834,751 sh-$41.7M

JEF 13F holders ranked 1–100 of 591

Institutional investors reporting a position in Jefferies Financial Group Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 16,705,627 sh	16,705,627	$834.9M	0.01%	-4.8%
2	AQR CAPITAL MANAGEMENT#2 · 8,426,996 sh	8,426,996	$421.2M	0.15%	+59.5%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 7,109,182 sh	7,109,182	$355.3M	0.02%	-9.1%
4	VANGUARD CAPITAL MANAGEMENT#4 · 6,692,873 sh	6,692,873	$334.5M	<0.01%	-0.3%
5	SUMITOMO MITSUI FINANCIAL GROUP#5 · 6,429,337 sh	6,429,337	$321.3M	6.10%	-30.5%
6	STATE STREET#6 · 4,964,406 sh	4,964,406	$248.1M	<0.01%	+1.5%
7	MASSACHUSETTS MUTUAL LIFE INSURANCE#7 · 4,654,362 sh	4,654,362	$232.6M	9.78%	0.0%
8	TWO SIGMA INVESTMENTS#8 · 3,205,077 sh	3,205,077	$160.2M	0.12%	+13.5%
9	GEODE CAPITAL MANAGEMENT#9 · 2,977,314 sh	2,977,314	$148.8M	<0.01%	-2.3%
10	MORGAN STANLEY#10 · 2,898,045 sh	2,898,045	$144.8M	<0.01%	+3.0%
11	DIMENSIONAL FUND ADVISORS#11 · 2,866,541 sh	2,866,541	$143.3M	0.03%	+7.5%
12	D. E. Shaw#12 · 2,788,432 sh	2,788,432	$139.4M	0.07%	+6.5%
13	ALLIANCEBERNSTEIN L.P.#13 · 3,347,848 sh	3,347,848	$138.2M	0.05%	-11.7%
14	First Pacific Advisors#14 · 2,704,265 sh	2,704,265	$135.2M	1.67%	+4.6%
15	NORGES BANK#15 · 2,646,300 sh	2,646,300	$132.3M	0.01%	—
16	BARROW HANLEY MEWHINNEY & STRAUSS#16 · 2,545,859 sh	2,545,859	$127.2M	0.39%	-48.6%
17	BAMCO#17 · 2,141,744 sh	2,141,744	$107.0M	0.16%	+40.0%
18	JPMORGAN CHASE#18 · 1,882,582 sh	1,882,582	$92.2M	<0.01%	-1.2%
19	BARCLAYS PLC#19 · 1,596,595 sh	1,596,595	$79.8M	0.02%	-8.2%
20	Freestone Grove Partners#20 · 1,591,384 sh	1,591,384	$79.5M	0.51%	+21.5%
21	UBS Group AG#21 · 1,562,599 sh	1,562,599	$78.1M	<0.01%	+72.1%
22	NORTHERN#22 · 1,459,968 sh	1,459,968	$73.0M	<0.01%	+0.5%
23	Bank of New York Mellon#23 · 1,339,953 sh	1,339,953	$67.0M	0.01%	-4.6%
24	Nuveen#24 · 1,298,376 sh	1,298,376	$64.9M	0.02%	+27.4%
25	GOLDMAN SACHS GROUP#25 · 1,265,262 sh	1,265,262	$63.2M	<0.01%	+18.3%
26	CHARLES SCHWAB INVESTMENT MANAGEMENT#26 · 1,232,031 sh	1,232,031	$61.6M	<0.01%	+0.2%
27	BECK MACK & OLIVER#27 · 1,222,167 sh	1,222,167	$61.1M	1.19%	-0.1%
28	Assenagon Asset Management S.A.#28 · 1,027,771 sh	1,027,771	$51.4M	—	-6.1%
29	VANGUARD FIDUCIARY#29 · 1,017,239 sh	1,017,239	$50.8M	0.01%	+0.2%
30	BANK OF AMERICA#30 · 1,012,791 sh	1,012,791	$50.6M	<0.01%	+30.5%
31	NewEdge Wealth#31 · 998,413 sh	998,413	$49.9M	0.50%	-1.9%
32	Nykredit A/S#32 · 941,443 sh	941,443	$47.1M	0.15%	—
33	FIRST ADVISORS#33 · 928,364 sh	928,364	$46.4M	0.03%	+424.4%
34	Moerus Capital Management#34 · 910,370 sh	910,370	$45.5M	20.28%	+17.2%
35	BALYASNY ASSET MANAGEMENT L.P.#35 · 820,771 sh	820,771	$41.0M	0.05%	+55.3%
36	JANE STREET GROUP#36 · 779,872 sh	779,872	$39.0M	<0.01%	-10.2%
37	PRIVATE MANAGEMENT GROUP#37 · 752,918 sh	752,918	$37.6M	0.99%	-0.4%
38	Squarepoint Ops#38 · 751,324 sh	751,324	$37.6M	0.04%	-19.0%
39	CAPITAL FUND MANAGEMENT S.A.#39 · 688,560 sh	688,560	$34.4M	0.15%	+78.4%
40	CHECK CAPITAL MANAGEMENT#40 · 685,910 sh	685,910	$34.3M	0.91%	+0.8%
41	DEUTSCHE BANK AG\#41 · 660,454 sh	660,454	$33.0M	<0.01%	+2.5%
42	Man Group plc#42 · 654,306 sh	654,306	$32.7M	0.05%	+5.5%
43	Mraz, Amerine & Associates#43 · 617,122 sh	617,122	$30.8M	4.42%	+0.5%
44	Longaeva Partners L.P.#44 · 519,676 sh	519,676	$26.0M	0.57%	New
45	Hosking Partners LLP#45 · 503,811 sh	503,811	$25.2M	—	-2.3%
46	SEI INVESTMENTS#46 · 491,082 sh	491,082	$24.5M	0.02%	-43.0%
47	CITADEL ADVISORS#47 · 474,843 sh	474,843	$23.7M	<0.01%	-31.3%
48	GoodHaven Capital Management#48 · 445,942 sh	445,942	$22.3M	7.01%	+0.2%
49	Retirement Systems of Alabama#49 · 441,226 sh	441,226	$22.1M	0.07%	-7.1%
50	HRT FINANCIAL#50 · 437,568 sh	437,568	$21.9M	0.05%	-16.6%
51	BERKSHIRE HATHAWAY#51 · 433,558 sh	433,558	$21.7M	<0.01%	0.0%
52	RHUMBLINE ADVISERS#52 · 417,423 sh	417,423	$20.9M	0.02%	-3.2%
53	CIBC Bancorp USA#53 · 413,702 sh	413,702	$20.7M	0.03%	+425.1%
54	Cerity Partners#54 · 413,335 sh	413,335	$20.7M	0.03%	+25.1%
55	MILLENNIUM MANAGEMENT#55 · 406,773 sh	406,773	$20.3M	<0.01%	-60.0%
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#56 · 399,309 sh	399,309	$20.0M	<0.01%	-1.1%
57	Ensign Peak Advisors#57 · 395,780 sh	395,780	$19.8M	0.03%	+59.0%
58	Quantinno Capital Management#58 · 390,494 sh	390,494	$19.5M	0.02%	+51.1%
59	Fideuram Asset Management (Ireland) dac#59 · 377,574 sh	377,574	$18.6M	0.35%	New
60	PRINCIPAL FINANCIAL GROUP#60 · 371,204 sh	371,204	$18.6M	<0.01%	+0.4%
61	VALUEWORKS#61 · 369,053 sh	369,053	$18.4M	3.85%	+0.3%
62	Invesco Ltd.#62 · 365,769 sh	365,769	$18.3M	<0.01%	-8.4%
63	Trexquant Investment#63 · 358,645 sh	358,645	$17.9M	0.11%	+472.5%
64	AMERIPRISE FINANCIAL#64 · 354,024 sh	354,024	$17.7M	<0.01%	+1.7%
65	Mariner#65 · 334,270 sh	334,270	$16.7M	0.02%	+66.1%
66	ROBOTTI ROBERT#66 · 328,279 sh	328,279	$16.4M	2.65%	+0.1%
67	TUDOR INVESTMENT ET AL#67 · 312,268 sh	312,268	$15.6M	0.02%	-1.0%
68	Gradient Investments#68 · 308,894 sh	308,894	$15.4M	—	+2.5%
69	Swiss National Bank#69 · 307,700 sh	307,700	$15.4M	<0.01%	+0.5%
70	IEQ CAPITAL#70 · 305,363 sh	305,363	$15.3M	0.07%	+45.1%
71	CAPTRUST FINANCIAL ADVISORS#71 · 302,201 sh	302,201	$15.1M	0.02%	-5.2%
72	ALGERT GLOBAL#72 · 275,086 sh	275,086	$13.7M	0.16%	+9.7%
73	MERCER GLOBAL ADVISORS#73 · 271,560 sh	271,560	$13.6M	0.02%	+23.3%
74	LOOMIS SAYLES & L P#74 · 238,730 sh	238,730	$11.9M	0.01%	-30.0%
75	Legal & General Group Plc#75 · 236,891 sh	236,891	$11.8M	<0.01%	+1.4%
76	Amundi#76 · 228,236 sh	228,236	$11.4M	<0.01%	+378.7%
77	STATE OF WISCONSIN INVESTMENT BOARD#77 · 225,094 sh	225,094	$11.3M	0.02%	+2.5%
78	Russell Investments Group, Ltd.#78 · 225,085 sh	225,085	$11.2M	<0.01%	-53.3%
79	Focus Partners Wealth#79 · 218,333 sh	218,333	$10.9M	0.01%	+12.5%
80	Azora Capital#80 · 211,758 sh	211,758	$10.6M	0.45%	New
81	FIRST MANHATTAN#81 · 197,183 sh	197,183	$9.9M	0.03%	+3.8%
82	SUSQUEHANNA FUNDAMENTAL INVESTMENTS#82 · 196,580 sh	196,580	$9.8M	0.18%	+123.2%
83	Rock Point Advisors#83 · 194,267 sh	194,267	$9.7M	2.37%	-17.4%
84	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#84 · 191,830 sh	191,830	$9.6M	<0.01%	-28.0%
85	JACOBS LEVY EQUITY MANAGEMENT#85 · 189,944 sh	189,944	$9.5M	0.03%	-81.5%
86	Creative Planning#86 · 189,341 sh	189,341	$9.5M	<0.01%	+31.8%
87	Sequoia Financial Advisors#87 · 182,934 sh	182,934	$9.1M	0.05%	+5.9%
88	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#88 · 181,565 sh	181,565	$9.1M	—	-0.3%
89	ACADIAN ASSET MANAGEMENT#89 · 169,353 sh	169,353	$8.5M	0.01%	-28.3%
90	OPPENHEIMER#90 · 164,331 sh	164,331	$8.2M	—	+1.7%
91	PRICE T ROWE ASSOCIATES#91 · 160,650 sh	160,650	$8.0M	<0.01%	+7.5%
92	SUSQUEHANNA INTERNATIONAL GROUP, LLP#92 · 158,791 sh	158,791	$7.9M	<0.01%	-53.2%
93	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#93 · 152,197 sh	152,197	$7.6M	0.01%	-1.9%
94	Waterfront Wealth#94 · 145,554 sh	145,554	$7.6M	1.17%	-0.7%
95	VANGUARD ASSET MANAGEMENT, Ltd#95 · 150,512 sh	150,512	$7.5M	<0.01%	+25.1%
96	Chou Associates Management#96 · 149,237 sh	149,237	$7.5M	3.44%	0.0%
97	Merrion Investment Management#97 · 147,895 sh	147,895	$7.4M	—	-25.6%
98	ExodusPoint Capital Management#98 · 146,687 sh	146,687	$7.3M	0.05%	+69.8%
99	WEALTH ENHANCEMENT ADVISORY SERVICES#99 · 168,657 sh	168,657	$7.3M	—	+46.0%
100	BNP PARIBAS FINANCIAL MARKETS#100 · 144,851 sh	144,851	$7.2M	<0.01%	+61.6%

Funds that sold out of JEF in Q2 2026 (59)

Held JEF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held JEF in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Qube Research & Technologies Ltd1,006,361 sh	1,006,361	$41.5M
Private Capital Management514,469 sh	514,469	$21.2M
Migdal Insurance & Financial Ltd.398,000 sh	398,000	$16.4M
Entropy Technologies124,782 sh	124,782	$5.1M
IMC-Chicago107,363 sh	107,363	$4.4M
Boston Partners102,613 sh	102,613	$4.2M
Aquatic Capital Management100,279 sh	100,279	$4.1M
Oak Thistle96,252 sh	96,252	$4.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP72,287 sh	72,287	$3.0M
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.71,260 sh	71,260	$2.9M
GROUP ONE TRADING, L.P.65,921 sh	65,921	$2.7M
Quadrature Capital Ltd62,418 sh	62,418	$2.6M
TWINBEECH CAPITAL60,500 sh	60,500	$2.5M
Baader Bank Aktiengesellschaft50,294 sh	50,294	$2.1M
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC45,370 sh	45,370	$1.9M
AXQ CAPITAL44,985 sh	44,985	$1.9M
Empowered Funds36,498 sh	36,498	$1.5M
Bridgewater Associates35,848 sh	35,848	$1.5M
SummitTX Capital, L.P.28,767 sh	28,767	$1.2M
Quantbot Technologies26,477 sh	26,477	$1.1M
Numerai GP26,047 sh	26,047	$1.1M
NATIXIS24,753 sh	24,753	$1.0M
Elo Mutual Pension Insurance20,462 sh	20,462	$844.5K
CAPSTONE INVESTMENT ADVISORS18,863 sh	18,863	$778.5K
nVerses Capital18,158 sh	18,158	$749.4K
DRW Securities11,651 sh	11,651	$480.8K
BOOTHBAY FUND MANAGEMENT11,638 sh	11,638	$480.3K
Shay Capital10,000 sh	10,000	$412.7K
ALLIANZ SE9,194 sh	9,194	$379.4K
Calamos Advisors7,284 sh	7,284	$300.6K
Calamos Wealth Management7,284 sh	7,284	$300.6K
Farringdon Capital, Ltd.6,919 sh	6,919	$285.5K
Blackstone6,833 sh	6,833	$282.0K
R Squared Ltd6,799 sh	6,799	$280.6K
SHELTON WEALTH MANAGEMENT6,797 sh	6,797	$280.5K
Machina Capital S.A.S.6,114 sh	6,114	$252.3K
ASPIRIANT6,073 sh	6,073	$250.6K
S.E.E.D. Planning Group6,000 sh	6,000	$247.6K
Kingsview Wealth Management5,265 sh	5,265	$217.3K
EVOKE WEALTH5,210 sh	5,210	$215.0K
Pinnacle Wealth Management Advisory Group5,039 sh	5,039	$208.0K
BANQUE PICTET & CIE SA4,914 sh	4,914	$202.8K
OP Asset Management Ltd3,610 sh	3,610	$149.0K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT3,400 sh	3,400	$140.6K
Destiny Wealth Partners3,183 sh	3,183	$131.4K
SIMPLEX TRADING3,142 sh	3,142	$129.7K
Centiva Capital2,442 sh	2,442	$100.8K
Tripletail Wealth Management1,520 sh	1,520	$63.3K
Advisors Preferred1,000 sh	1,000	$41.3K
Bayforest Capital Ltd554 sh	554	$22.9K
Root Financial Partners334 sh	334	$13.8K
Spire Wealth Management139 sh	139	$5.7K
Wealth Preservation Advisors80 sh	80	$3.3K
TWIN PEAKS WEALTH ADVISORS52 sh	52	$2.1K
Golden State Equity Partners35 sh	35	$1.4K
Whipplewood Advisors33 sh	33	$1.4K
Hilton Head Capital Partners15 sh	15	$619.00
Vermillion Wealth Management14 sh	14	$578.00
Quaker Wealth Management2 sh	2	$83.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.